Role OverviewThe Account Manager will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients. Services, manages, retains, and grows an existing book of insurance business. Initiates quotes, talks with underwriters, solves issues, and answers technical questions of an advanced nature.
What You Will Do
Handles all day-to-day service work associated with the client’s account, including all endorsement activity and routine coverage questions. Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents.
Why It Might Be a Fit
Identifies and determines coverage of policies to be entered into the agency management software system (AMS 360). Exercises discretion and independent judgment in significant matters related to the business and customer service.
Requirements
- 3 – 5 + years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area.
- An active Insurance license is required (In Florida, an active 2-20 license is required. In Georgia, an active agent license is required.)
- AMS 360 proficiency or similar industry software experience strongly preferred.
- Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required.
- Ability to type 45 - 50 wpm or faster strongly preferred.
- Bachelor’s Degree preferred. High school diploma required.
Benefits
- Competitive salaries
- Medical, dental, and vision benefits
- Disability and life insurance
- 401(K)
- Paid time off
- Holiday pay
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